STIFEL FINANCIAL CORP
ST. LOUIS MO · SEC CIK 0000720672
$1,087.91亿2026Q1 申报市值
3,624持仓数
15.9%前十大占比 · 第一大 2.7%
186 / 131新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABBV 加仓+$2.75亿
YUM 加仓+$2.63亿
AZN 新建仓+$1.35亿
PAYX 加仓+$8,093.93万
VWO 加仓+$7,894.38万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$7.88亿
MSFT 减仓-$1.31亿
AZN 清仓-$1.18亿
JNJ 减仓-$1.01亿
IWD 减仓-$9,625.95万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AXTI | AXT INC | $79.77万 | 0.00% | 14,000 | 14,000 | — | $79.77万 | 新建仓 |
| VVV | VALVOLINE INC | $80.20万 | 0.00% | 23,812 | 13,919 | 140.7% | $46.88万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $80.33万 | 0.00% | 57,215 | -13,142 | -18.7% | -$18.45万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $80.47万 | 0.00% | 15,195 | 2,567 | 20.3% | $13.59万 | 加仓 |
| THD | ISHARES INC | $80.59万 | 0.00% | 11,601 | 4,395 | 61.0% | $30.53万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $80.66万 | 0.00% | 10,457 | 2,352 | 29.0% | $18.14万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $80.69万 | 0.00% | 6,329 | -384 | -5.7% | -$4.90万 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $80.76万 | 0.00% | 55,694 | -242 | -0.4% | -$3,509 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $81.13万 | 0.00% | 16,210 | 10,408 | 179.4% | $52.09万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $81.59万 | 0.00% | 59,865 | -20,981 | -26.0% | -$28.60万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $81.71万 | 0.00% | 45,878 | 9,273 | 25.3% | $16.52万 | 加仓 |
| JD | JD.COM INC | $81.80万 | 0.00% | 27,662 | 3,087 | 12.6% | $9.13万 | 加仓 |
| IX | ORIX CORP | $81.89万 | 0.00% | 27,303 | 27,303 | — | $81.89万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $81.89万 | 0.00% | 100,354 | 13,258 | 15.2% | $10.82万 | 加仓 |
| RMOP | TIDAL TRUST III | $82.02万 | 0.00% | 32,980 | -41,190 | -55.5% | -$102.44万 | 减仓 |
| DWM | WISDOMTREE TR | $82.73万 | 0.00% | 11,837 | -1,868 | -13.6% | -$13.06万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $82.83万 | 0.00% | 10,771 | 48 | 0.4% | $3,691 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $82.84万 | 0.00% | 70,985 | 4,729 | 7.1% | $5.52万 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $83.03万 | 0.00% | 64,463 | -1,670 | -2.5% | -$2.15万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $83.09万 | 0.00% | 28,914 | 2,547 | 9.7% | $7.32万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $83.12万 | 0.00% | 18,816 | -1,808 | -8.8% | -$7.99万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $83.54万 | 0.00% | 81,104 | 2,512 | 3.2% | $2.59万 | 加仓 |
| HYDB | ISHARES TR | $83.68万 | 0.00% | 17,987 | 13,702 | 319.8% | $63.74万 | 加仓 |
| W | WAYFAIR INC | $83.90万 | 0.00% | 11,156 | 11,156 | — | $83.90万 | 新建仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $83.91万 | 0.00% | 17,122 | -986 | -5.4% | -$4.83万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $84.26万 | 0.00% | 8,997 | -23 | -0.3% | -$2,154 | 减仓 |
| MTG | MGIC INVT CORP WIS | $84.32万 | 0.00% | 32,122 | -36,959 | -53.5% | -$97.02万 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $84.44万 | 0.00% | 44,965 | 133 | 0.3% | $2,498 | 加仓 |
| UUUU | ENERGY FUELS INC | $84.55万 | 0.00% | 46,327 | 22,678 | 95.9% | $41.39万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $84.73万 | 0.00% | 21,952 | 11,863 | 117.6% | $45.79万 | 加仓 |
| ISCG | ISHARES TR | $84.74万 | 0.00% | 15,464 | 1,352 | 9.6% | $7.41万 | 加仓 |
| EPOL | ISHARES TR | $84.80万 | 0.00% | 23,290 | 3,524 | 17.8% | $12.83万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $85.10万 | 0.00% | 79,237 | 4,940 | 6.6% | $5.31万 | 加仓 |
| FNLC | FIRST BANCORP INC ME | $85.27万 | 0.00% | 30,420 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $85.27万 | 0.00% | 7,348 | 745 | 11.3% | $8.65万 | 加仓 |
| MLRG | ISHARES TR | $85.43万 | 0.00% | 9,507 | 214 | 2.3% | $1.92万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $85.48万 | 0.00% | 30,615 | -8,362 | -21.5% | -$23.35万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $85.68万 | 0.00% | 25,715 | -1,624 | -5.9% | -$5.41万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $85.69万 | 0.00% | 39,892 | -77,019 | -65.9% | -$165.44万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $85.94万 | 0.00% | 10,804 | 1,000 | 10.2% | $7.95万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $85.99万 | 0.00% | 28,658 | 16,091 | 128.0% | $48.28万 | 加仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $86.18万 | 0.00% | 19,370 | -958 | -4.7% | -$4.26万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $86.52万 | 0.00% | 63,244 | -14,275 | -18.4% | -$19.53万 | 减仓 |
| — | GRANITESHARES ETF TR | $86.64万 | 0.00% | 32,988 | -71 | -0.2% | -$1,865 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $86.70万 | 0.00% | 126,199 | -6,224 | -4.7% | -$4.28万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $86.76万 | 0.00% | 3,136 | -3 | -0.1% | -$830 | 减仓 |
| EPP | ISHARES INC | $86.82万 | 0.00% | 16,338 | 24 | 0.1% | $1,275 | 加仓 |
| SII | SPROTT INC | $86.92万 | 0.00% | 6,079 | -1,528 | -20.1% | -$21.85万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $87.16万 | 0.00% | 9,021 | -156 | -1.7% | -$1.51万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $87.43万 | 0.00% | 26,359 | 415 | 1.6% | $1.38万 | 加仓 |
| GRC | GORMAN RUPP CO | $87.62万 | 0.00% | 14,103 | 3,426 | 32.1% | $21.29万 | 加仓 |
| — | TIDAL TRUST II | $87.65万 | 0.00% | 35,872 | -941 | -2.6% | -$2.30万 | 减仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $87.68万 | 0.00% | 118,805 | -42 | -0.0% | -$310 | 减仓 |
| KT | KT CORP | $87.74万 | 0.00% | 40,903 | -449 | -1.1% | -$9,631 | 减仓 |
| REG | REGENCY CTRS CORP | $87.82万 | 0.00% | 11,607 | 127 | 1.1% | $9,609 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $88.01万 | 0.00% | 83,576 | 13,194 | 18.7% | $13.89万 | 加仓 |
| CPA | COPA HOLDINGS SA | $88.02万 | 0.00% | 7,746 | -153 | -1.9% | -$1.74万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $88.19万 | 0.00% | 21,291 | -3,007 | -12.4% | -$12.46万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $88.25万 | 0.00% | 67,264 | 6,217 | 10.2% | $8.16万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $88.61万 | 0.00% | 52,462 | -47,625 | -47.6% | -$80.44万 | 减仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $88.61万 | 0.00% | 122,391 | 73,072 | 148.2% | $52.90万 | 加仓 |
| IGHG | PROSHARES TR | $89.13万 | 0.00% | 11,477 | -417 | -3.5% | -$3.24万 | 减仓 |
| PHR | PHREESIA INC | $89.13万 | 0.00% | 106,362 | 106,362 | — | $89.13万 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $89.38万 | 0.00% | 64,212 | -19,332 | -23.1% | -$26.91万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $89.54万 | 0.00% | 35,365 | 2,984 | 9.2% | $7.56万 | 加仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $89.64万 | 0.00% | 17,316 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $89.75万 | 0.00% | 8,804 | -406 | -4.4% | -$4.14万 | 减仓 |
| METC | RAMACO RES INC | $89.83万 | 0.00% | 58,104 | 3,848 | 7.1% | $5.95万 | 加仓 |
| POWL | POWELL INDS INC | $89.93万 | 0.00% | 1,662 | -346 | -17.2% | -$18.72万 | 减仓 |
| ACM | AECOM | $90.02万 | 0.00% | 10,613 | -4,990 | -32.0% | -$42.33万 | 减仓 |
| SUSL | ISHARES TR | $90.04万 | 0.00% | 7,926 | 231 | 3.0% | $2.62万 | 加仓 |
| CE | CELANESE CORP DEL | $90.35万 | 0.00% | 13,738 | 530 | 4.0% | $3.49万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $90.40万 | 0.00% | 35,901 | -2,085 | -5.5% | -$5.25万 | 减仓 |
| — | HERITAGE COMM CORP | $90.53万 | 0.00% | 72,541 | -44 | -0.1% | -$549 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $90.55万 | 0.00% | 77,724 | -6,364 | -7.6% | -$7.41万 | 减仓 |
| SUSC | ISHARES TR | $90.73万 | 0.00% | 39,211 | -5,314 | -11.9% | -$12.30万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $90.85万 | 0.00% | 100,718 | 17,626 | 21.2% | $15.90万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $91.19万 | 0.00% | 25,225 | 11,194 | 79.8% | $40.47万 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $91.30万 | 0.00% | 88,726 | -5,634 | -6.0% | -$5.80万 | 减仓 |
| IAT | ISHARES TR | $91.65万 | 0.00% | 17,024 | 1,269 | 8.1% | $6.83万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $91.70万 | 0.00% | 60,931 | -1,942 | -3.1% | -$2.92万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $91.79万 | 0.00% | 13,463 | 1 | 0.0% | $68 | 加仓 |
| FFIV | F5 INC | $91.80万 | 0.00% | 3,173 | 2,007 | 172.1% | $58.06万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $92.10万 | 0.00% | 33,309 | 4,500 | 15.6% | $12.44万 | 加仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $92.67万 | 0.00% | 112,328 | 49,406 | 78.5% | $40.76万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $92.84万 | 0.00% | 15,541 | -769 | -4.7% | -$4.59万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $92.96万 | 0.00% | 25,693 | 3,053 | 13.5% | $11.05万 | 加仓 |
| TXG | 10X GENOMICS INC | $92.96万 | 0.00% | 43,786 | -138,838 | -76.0% | -$294.75万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $93.25万 | 0.00% | 36,004 | -909 | -2.5% | -$2.35万 | 减仓 |
| KGC | KINROSS GOLD CORP | $93.25万 | 0.00% | 30,555 | -12,719 | -29.4% | -$38.82万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $93.46万 | 0.00% | 60,809 | 3,843 | 6.7% | $5.91万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $93.52万 | 0.00% | 29,221 | 29,221 | — | $93.52万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $93.59万 | 0.00% | 85,238 | 49,004 | 135.2% | $53.81万 | 加仓 |
| — | GRANITESHARES PLATINUM TR | $93.83万 | 0.00% | 49,617 | 10,491 | 26.8% | $19.84万 | 重新持有 |
| XRT | SPDR SERIES TRUST | $94.08万 | 0.00% | 11,691 | 6,258 | 115.2% | $50.36万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $94.08万 | 0.00% | 37,283 | 37,283 | — | $94.08万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $94.09万 | 0.00% | 16,098 | 955 | 6.3% | $5.58万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $94.52万 | 0.00% | 25,777 | -7,313 | -22.1% | -$26.82万 | 减仓 |
| WPP | WPP PLC NEW | $95.04万 | 0.00% | 61,118 | 6,525 | 12.0% | $10.15万 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $95.77万 | 0.00% | 70,734 | 15,000 | 26.9% | $20.31万 | 加仓 |